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Create Email Template - Design Editor

Create Email Template - Design Editor

Note: Templates must reside in folders. Be sure to first add the folder for the template if it doesn't exist.

Use the Design Editor to select from content blocks containing text, images, and buttons that can be modified as needed.

To view the instructional video, click here.

1 – Click into the Sales Center Sales Center.

2 – Click Marketing and select Templates.

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This takes you to the Manage templates page.

3 – Click Create templates.

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4 – Select Design Editor.

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5 – Enter a Template Name in the space provided.

6 – Select the folder where the template should reside.

7 – Click Create & Edit Template

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8 – Enter a Subject for the email.

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The Design Editor provides you with a block to start from, which contains a heading, text, and an area above it to enter a short description of the content. To the right of the block are two buttons to help you create your template. They are the:

  • Blocks Library button from which you can select (click or drag and drop) various items that will add text, columns, buttons, and images
  • Style Settings button that will allow you to change text and background colors 

design4.gif9 – Enter a short description of your email’s content in the space provided above the block. This will appear along with the Subject line, hopefully enticing the recipient to open the email.

10 – Edit the heading and text in the starting Block as desired, and use the Blocks Library and Style Settings as outlined in the next steps.

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Note: Once you have additional blocks in the template, you can use the buttons above the blocks to move them  up or down, duplicate, or delete.

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11 – Click on the Blocks Library and select (click or drag and drop) items for the template. Selections are:

a) Text

b) 2 Columns Text

c) Button

d) Image

e) 2 Column Images

f) Left & right Image

g) Date 

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Block selections:

a) Text

  • Add Text
  • Add Text with Background
  • Add Text & Title
  • Add Text & Title with Background

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b) 2 Columns Text

  • Add 2 Columns Text
  • Add 2 Columns Text with Background

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c) Button

  • Add Button
  • Add Callout with Background

de2.gifd) Image

  • Add Image
  • Add Image with Caption

 de.gife) 2 Column Images

  • Add 2 Column Images
  • Add 2 Column Images with Caption
  • Add 2 Column Images with Caption and Background

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 f) Left & Right Images

  • Add Left Image with Caption
  • Add Left Image with Caption and Background
  • Add Right Image with Caption
  • Add Right Image with Caption and Background

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 g) Date

  • Add Date Left with Caption
  • Add Date Right with Caption

de.gif12 – Click Style Settings and select the Style Setting and color. Change color for:

a) Page Background

b) Block Background

c) Text Background

d) Text Heading

e) Text Paragraph

f) Button Text

g) Button Background

h) Calendar Background

i) Link

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13 – When you select the Style Setting, the Color dialogue box will pop up. Select the color from the main area and note the HTML color code number. Once you select your color, click OK.

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Change color of:

a) Page Background

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b) Block Background

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c) Text Background

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d) Text Heading

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e) Text Paragraph

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f) Button Text

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g) Button Background

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h) Calendar

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i) Link

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Note: Use the toolbar functions to format text and background as well as insert links, tables, images, and Lasso tokens. The first row of the toolbar contains menu items with selectable options in dropdowns. On the second row of the toobar are shortcut buttons for those options. Mouse over each button for a description of its function.

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14 – Once you are satisfied with your template, click Save Template.

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15 – Click the back arrow.

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16 – Click the back arrow again.

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The new template will be listed in the selected folder.

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